TWD

True Wealth Design Portfolio holdings

AUM $327M
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,325
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$345K
3
+$162K
4
NVDA icon
NVIDIA
NVDA
+$160K
5
CMCSA icon
Comcast
CMCSA
+$134K

Top Sells

1
+$21.6M
2
+$15.4M
3
+$9.21M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.98M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.78M

Sector Composition

1 Technology 1.94%
2 Industrials 1.31%
3 Consumer Discretionary 1.03%
4 Healthcare 0.96%
5 Financials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.22K ﹤0.01%
9
+2
927
$1.22K ﹤0.01%
3
+1
928
$1.22K ﹤0.01%
120
+9
929
$1.21K ﹤0.01%
5
+1
930
$1.2K ﹤0.01%
25
+2
931
$1.2K ﹤0.01%
45
932
$1.2K ﹤0.01%
3
+1
933
$1.17K ﹤0.01%
3
+1
934
$1.17K ﹤0.01%
+75
935
$1.17K ﹤0.01%
29
-1
936
$1.17K ﹤0.01%
+20
937
$1.16K ﹤0.01%
+395
938
$1.15K ﹤0.01%
16
939
$1.15K ﹤0.01%
7
+1
940
$1.14K ﹤0.01%
+113
941
$1.14K ﹤0.01%
+66
942
$1.13K ﹤0.01%
3
943
$1.13K ﹤0.01%
69
-3
944
$1.13K ﹤0.01%
3
+1
945
$1.12K ﹤0.01%
+241
946
$1.12K ﹤0.01%
14
947
$1.12K ﹤0.01%
+23
948
$1.11K ﹤0.01%
+78
949
$1.11K ﹤0.01%
10
950
$1.1K ﹤0.01%
+318
36 37
38
39 40